-Revenue grown 32% over two years, reaching approximately $1M in 2025 with a 2026 projection of $1.1M
-Cash flow exceeding 43% in 2025
-Monthly business advisory clients driving recurring, predictable revenue
-Personal tax returns averaging over $1,000 with annual fee increases of 3-5%

ABOUT THIS PRACTICE:
Established within the last several years, this full-service CPA firm serves a diverse base of business and individual clients with a deliberate focus on business advisory and monthly client services that has driven rapid, organic revenue growth. An expanding monthly bookkeeping and advisory segment now represents a meaningful share of total revenue, with billings tracking ahead of the prior year pace into 2026.
The owner is transitioning to retirement and is looking to exit after a brief transition period.

IDEAL BUYER:
The ideal buyer is an experienced CPA with at least 10 to 15 years in public accounting who brings both technical depth and strong relationship skills. A buyer who combines solid tax knowledge with a genuine advisory instinct will be well-positioned to maintain and grow the client relationships that drive this firm's reputation. This practice suits a sole practitioner looking to step into an established and growing operation, a small regional firm seeking a North Carolina presence, or a buyer looking to consolidate a second location given the firm's virtual infrastructure and documented workflows.